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Unity
U

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
501
SageView Advisory Group
California
– -$557K -772 Closed
TFA
502
Toth Financial Advisory
Virginia
– -$16K -600 Closed
WAM
503
Wolverine Asset Management
Illinois
– -$13.7K -514 Closed
UB
504
UMB Bank
Missouri
– -$12.9K -485 Closed
AGWCA
505
Annis Gardner Whiting Capital Advisors
Florida
– -$11.6K -433 Closed
SSB
506
Sandy Spring Bank
Maryland
– -$9.21K -345 Closed
CFB
507
Cullen/Frost Bankers
Texas
– -$5.77K -216 Closed
ZB
508
Zions Bancorporation
Utah
– -$5.18K -194 Closed
IGWM
509
ICA Group Wealth Management
Colorado
– -$4.67K -175 Closed
CFO
510
CVA Family Office
Colorado
– -$4.41K -165 Closed
W
511
WealthCollab
Washington
– -$3.79K -142 Closed
RA
512
Rise Advisors
New York
– -$3.47K -130 Closed
BWL
513
Bogart Wealth LLC
Virginia
– -$2.67K -100 Closed
OCM
514
Orion Capital Management
California
– -$2.67K -100 Closed
PMFA
515
Plante Moran Financial Advisors
Michigan
– -$2.14K -80 Closed
DI
516
DAGCO Inc
Ohio
– -$1.33K -50 Closed
KFS
517
Kelly Financial Services
Massachusetts
– -$1.33K -50 Closed
VAG
518
VisionPoint Advisory Group
Texas
– -$1.23K -46 Closed
SHIM
519
Stone House Investment Management
Pennsylvania
– -$961 -36 Closed
VL
520
Vima LLC
Michigan
– -$876 -27 Closed
ST
521
Smithfield Trust
Pennsylvania
– -$1K -25 Closed
AW
522
Avion Wealth
Texas
– -$406 -19 -49%
AWM
523
Abound Wealth Management
Tennessee
– -$267 -10 Closed
BCH
524
Berkshire Capital Holdings
California
– -$267 -10 Closed
RCM
525
Raleigh Capital Management
North Carolina
– -$267 -10 Closed
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